FilingSpy

Lone Pine Capital (Stephen Mandel) - FilingSpy

Stephen Mandel

Lone Pine Capital

Stephen Mandel

$19.67B

Overview Activity Holdings

Buys

Microsoft Corporation

$667.78M

+9.69M shares

O'Reilly Automotive Inc

$621.48M

+2.84M shares

MANEW

Mastercard Incorporated

$563.69M

+4.64M shares

ICENEW

Intercontinental Exchange Inc

$419.05M

+6.36M shares

TRUNEW

Transunion

$385.68M

+8.91M shares

NOWNEW

Servicenow Inc

$341.42M

+3.22M shares

UNHNEW

UnitedHealth Group Incorporated

$316.21M

+1.71M shares

Altice Usa, Inc.

$271.18M

+8.40M shares

AAPNEW

Advance Auto Parts Inc

$238.88M

+2.05M shares

CRMNEW

Salesforce, Inc.

$229.35M

+2.65M shares

Liberty Media Corporation

$106.92M

+2.92M shares

Alibaba Group Holding Limited

$1.07B + $576.69M =$1.64B

9.90M+1.77M (+17.89%)

Fleetcor Technologies, Inc.

$681.70M + $263.67M =$945.37M

4.50M+2.05M (+45.62%)

Meta Platforms Inc

$725.35M + $205.90M =$931.25M

5.11M+1.06M (+20.79%)

Quintiles Ims Holdings Inc

$481.25M + $418.74M =$899.99M

5.98M+4.08M (+68.27%)

Comcast Corporation

$516.49M + $278.97M =$795.46M

13.74M+6.70M (+48.75%)

Expedia Group Inc.

$267.72M + $406.07M =$673.79M

2.12M+2.40M (+113.19%)

Grupo Televisa S.a.b.

$478.30M + $22.15M =$500.45M

18.44M+2.10M (+11.37%)

T-Mobile U.s., Inc.

$386.13M + $45.70M =$431.83M

5.98M+1.15M (+19.16%)

Arista Networks Inc

$167.71M + $108.75M =$276.46M

1.27M+577.7K (+45.56%)

Sells

ALGNEXIT

Align Technology Inc

$284.08M - $284.08M =Closed

-2.48M shares (100%)

COMMEXIT

Commscope Holding Company, Inc.

$309.78M - $309.78M =Closed

-7.43M shares (100%)

DLTREXIT

Dollar Tree Inc

$513.47M - $513.47M =Closed

-6.54M shares (100%)

EAEXIT

Electronic Arts Inc.

$696.46M - $696.46M =Closed

-7.78M shares (100%)

OVVEXIT

Ovintiv Inc.

$274.79M - $274.79M =Closed

-23.47M shares (100%)

HDBEXIT

Hdfc Bank Ltd

$98.71M - $98.71M =Closed

-1.31M shares (100%)

HUMEXIT

Humana Inc

$244.09M - $244.09M =Closed

-1.18M shares (100%)

NKEEXIT

Nike Inc

$1.07B - $1.07B =Closed

-19.16M shares (100%)

PCLNEXIT

Booking Holdings Inc

$528.81M - $528.81M =Closed

-297.1K shares (100%)

RICEEXIT

Rice Energy Inc

$324.80M - $324.80M =Closed

-13.70M shares (100%)

SHPGEXIT

Shire Plc

$298.68M - $298.68M =Closed

-1.71M shares (100%)

VEXIT

Visa Inc

$547.96M - $547.96M =Closed

-6.17M shares (100%)

Charter Communications, Inc.

$1.86B - $389.39M =$1.47B

4.35M left-1.32M (-23.22%)

Constellation Brands Inc

$1.18B =$1.27B

6.58M left-684.9K (-9.43%)

Activision Blizzard, Inc.

$1.24B =$1.24B

21.54M left-3.27M (-13.17%)

Symantec Corporation

$811.52M - $215.87M =$595.65M

21.09M left-5.37M (-20.29%)

Csx Corp

$669.32M - $106.54M =$562.78M

10.31M left-4.06M (-28.26%)

Adobe Inc.

$626.52M - $70.40M =$556.13M

3.93M left-882.7K (-18.33%)

Equinix Inc

$573.11M - $26.51M =$546.60M

1.27M left-157.8K (-11.02%)

Ulta Beauty Inc

$434.67M - $21.28M =$413.39M

1.44M left-85.3K (-5.59%)